Donaldson (NYSE:DCI) Updates FY 2025 Earnings Guidance

Donaldson (NYSE:DCI) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 3.560-3.720 for the period, compared to the consensus estimate of 3.620. The company issued revenue guidance of $3.7 billion-$3.8 billion, compared to the consensus revenue estimate of $3.7 billion. Donaldson also updated its FY25 guidance to $3.56-3.72 EPS.

Donaldson Stock Performance

NYSE DCI opened at $72.61 on Wednesday. Donaldson has a fifty-two week low of $60.78 and a fifty-two week high of $78.95. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.23 and a current ratio of 1.84. The firm has a market capitalization of $8.70 billion, a P/E ratio of 21.48, a PEG ratio of 2.05 and a beta of 1.04. The stock has a 50-day simple moving average of $75.13 and a two-hundred day simple moving average of $73.44.

Donaldson (NYSE:DCI) last released its quarterly earnings data on Tuesday, December 3rd. The industrial products company reported $0.83 EPS for the quarter, topping the consensus estimate of $0.82 by $0.01. Donaldson had a return on equity of 29.47% and a net margin of 11.54%. The business had revenue of $900.10 million for the quarter, compared to analyst estimates of $888.88 million. During the same quarter in the prior year, the firm posted $0.75 EPS. The business’s quarterly revenue was up 6.4% compared to the same quarter last year. On average, equities analysts forecast that Donaldson will post 3.63 earnings per share for the current year.

Donaldson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, December 23rd. Stockholders of record on Monday, December 9th will be given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.49%. The ex-dividend date of this dividend is Monday, December 9th. Donaldson’s dividend payout ratio (DPR) is presently 31.95%.

Analysts Set New Price Targets

DCI has been the topic of a number of recent analyst reports. StockNews.com upgraded Donaldson from a “buy” rating to a “strong-buy” rating in a research report on Saturday, September 28th. Stifel Nicolaus decreased their target price on Donaldson from $76.00 to $71.00 and set a “hold” rating on the stock in a research report on Thursday, August 29th. One research analyst has rated the stock with a sell rating, two have issued a hold rating, one has assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat.com, Donaldson currently has an average rating of “Hold” and a consensus target price of $69.67.

Insider Buying and Selling

In related news, Director James Owens sold 5,210 shares of the company’s stock in a transaction dated Wednesday, September 18th. The shares were sold at an average price of $71.74, for a total transaction of $373,765.40. Following the completion of the sale, the director now owns 17,788 shares of the company’s stock, valued at approximately $1,276,111.12. This represents a 22.65 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Scott J. Robinson sold 83,600 shares of the firm’s stock in a transaction that occurred on Friday, September 27th. The stock was sold at an average price of $74.04, for a total transaction of $6,189,744.00. Following the completion of the transaction, the chief financial officer now directly owns 37,702 shares in the company, valued at $2,791,456.08. This trade represents a 68.92 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 167,805 shares of company stock worth $12,310,222. Insiders own 2.70% of the company’s stock.

Donaldson Company Profile

Donaldson Company, Inc manufactures and sells filtration systems and replacement parts worldwide. The company operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Its Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems.